Method Community

Hi, I am trying to get the value of Balance when I select a particular customer(Field is Fullname) without using grid.  Do I have to use Conditional statement or retrieve value from table action.  

Hi Victor, I tied it again last night and I'm still getting the same message occasionally. With the change to the code, what should happen if there is a duplicate name? Should it now be saving the update?

Hi Matt, You are getting this error when you are modifying a customer that has the same value for a parameter "Name" as other Customer/Employee/Vendor in the database. This shouldn't normally be the case, since "Name" field is usually a unique field, but it does happen in exceptional cases. Since you are not modifying the ...

Somebody recently asked me how to create an email message with line breaks.  So, I thought this might be helpful for other members of the forum to know as well.  The email body needs to be formatted with html.  Therefore, when using the character function to build a concatenanted action result that can be used as the body for your ...

Paul, The "Load Web Page" solution could be a clever workaround.  I thought that possibly there might be a way to use an action to send the Attachment to the Web Browser to be opened, but I can't find an action that passes the Attachment data into another web session.  I would like to be able to keep the Attachments in ...

I am using the MethodAPIUpdateV2 to update fields in the Customer table. All of the fields that I am attempting to update are fields that I added, I am not trying to update the CustomerName or FullName fields. Occasionally I get the error "Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks.  This Name is ...

James - "It recognizes pdf file type and presents an Adobe icon, but this object type does not have the ability to create Actions, etc. so you can't DO anything with the attachment, like view it, print it, or download it to the PC client." -This isn't true, though, or at least it is not how it is supposed work.  By clicking ...

IJA, Did you ever get an answer to this or find a solution? I am trying to do something similiar.  I have engineering drawings in pdf format that I want to attach to Item records.  The Attachment object type appears to have no other functionality than attaching the file.  It recognizes pdf file type and presents an Adobe icon, ...

Some of the base tables like Customers and Items have fields like Name and FullName that are used by QB to distinguish between the name of a child record and the full name of the child record with it's parent's name. For example the Name of an item might be "Widget" which is a Sub Item of "Widget Assembly". The Full ...

Seny, You've probably solved this by now, but you might have picked up the field "Customer" in your Method tables if you've created a custom field in Quickbooks.  Method will pull in some of the custom fields for you when it synch's.  I think I have seen Method rename these fields if they are duplicates if they ...